View the Archived Vendors List for Sage 300 CRE
Objective
To view a list of inactive vendors in your integrated ERP system that have been archived in Procore.
Background
If you have inactive vendors in your integrated ERP system that have also been archived in Procore (see Archive an Integrated ERP System Vendor in Procore), you can view a list of archived vendors in the ERP Integrations tool using the steps below.
Things to Consider
- Required User Permissions:
- 'Standard' or 'Admin' on the company's ERP Integrations tool.
AND - The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory.
Note: To submit a request to be granted this privilege, your company's Procore Administrator must submit request to your Procore point of contact. This privilege can only be granted to individuals by Procore.
- 'Standard' or 'Admin' on the company's ERP Integrations tool.
- Prerequisites:
- Limitations:
- QuickBooks vendors can only be archived when they are not linked to a company in Procore. See Unlink a Sage 300 CRE Vendor.
Steps
- Navigate to the company's ERP Integrations tool.
- Click the Vendors tab.
- Under Filters, click Archived.
This reveals the archived vendors list.